Creating Custom Reports

In this episode, Erik shows you how to create and manage reports in the Zoined platform.

You’ll learn how to:

• Create custom reports

• Edit report details

• Duplicate reports for different use cases

Creating reports in Zoined allows you to build personalized analytics tailored to your business. Whether you want to monitor sales, inventory, visitors, workforce performance, or other KPIs, the report builder provides a flexible way to visualize exactly the data you need.

This guide explains the report creation process that applies to all report types in Zoined. Once you're familiar with these steps, you can continue with our visualization-specific guides to learn how to configure individual chart types.

Every report in Zoined consists of four main components:

Once created, reports can be edited, duplicated, shared, or deleted at any time.

From anywhere in Zoined:

Give your report a descriptive title.

Optionally add a description explaining what the report is used for.

A clear name makes reports easier to find later.

Next, decide who should have access to the report.

Visible only to yourself (and administrators).

Ideal for personal analysis.

Available to everyone in your team.

This option is optional and designed for customers who have team feature.

Available to everyone in your organization.

Perfect for shared business reporting.

Allows reports to be shared with customers or partner organizations.

Additional visibility settings become available depending on your partner configuration.

Choose how you want your data to be presented.

Available visualizations include:

Each visualization uses the same filtering engine, meaning you only need to learn the report builder once.

Configuration determines what data is displayed in your report. The configuration options depend on the selected Visualization Type (for example, Metrics (with Detail), Data Table, or Bar Chart). For more information about the configuration options available for each visualization, see the Zoined Chart Visualizations guide.

However, all visualizations share a set of common configuration options, including:

Examples include:

Compare your report against:

Choose one or multiple business metrics (depending on your visualization type).

Examples:

Filter the report by almost any dimension, including:

Multiple values can be selected within each filter.

Once you're satisfied with the configuration:

The report will immediately become available according to the selected report permissions.

After saving, your report can be found in the Analytics section.

From here you can:

Temporary filter changes affect only your current session unless you save the report again.

Reports are never permanent.

At any time you can:

Duplicating a report is often the fastest way to create a similar report while changing only a few filters.

To keep your Analytics organized: